---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Partner Relationship Management

# Using Partner Relationship Management {#ariaid-title1}

* Release version: Australia
* 
* Updated August 14, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Install the Partner Relationship Management plugin (com.snc.partner_relationship_management) to enable admins and channel partners to use the self-service Partner portal.  
As an Enterprise Partner Relationship manager or a channel partner you can use the Partner Portal to do any of the following tasks.

* Get a 360° view of the Partner portal.
* Add and manage staff members.
* Submit an inquiry to connect with the enterprise.
* Create quotes directly from the Partner portal.
* Access knowledge base articles and engage with the community.
{#using-partner-relationship-management__ul_x2d_zxq_bfc}

## Partner Portal {#using-partner-relationship-management__section_sjx_lyq_bfc}

From the Partner Portal, you can use and access the following features.
{#using-partner-relationship-management__table_s1t_hjx_1fc__entry__2}

| Task | Description |
|-|-|
| Create | Allows channel partners to create deal registrations, cases, or quotes. To learn more about creating deal registrations, see [Register a deal on Partner portal](https://www.servicenow.com/docs/CnaWmy6fylaFznA8Inhcww "Register a deal on the Partner portal to update its state and trigger the end-to-end life cycle of the deal."). To learn more about creating quotes, see [Create a Quote via Self-Service for Channel Partners](https://www.servicenow.com/docs/qpBfcFq~RLH2UDvLsu2VpQ "Use the Quote Self-Service plugin (com.sn_quote_self_service) to create and submit a configured quote directly from the Partner portal."). |
| Sales | Overview of deal registrations, opportunities, and quotes. View deal registrations in the Draft, Submitted, and Approved states. View Self-service quotes View a list of all active opportunities and their detailed analytics. |
| Services | Provides access to all cases and quick links to open cases that require action. |
| Catalog | List of all services that can be performed by a channel partner. |
| Partner Center | List of all the channel partners. |
| Knowledge | Select Knowledge on the header to view the kb_home page. You can search the knowledge base or view a list of top-rated or most viewed knowledge base articles. |
| General Inquiry | Raise concerns or queries with the enterprise. To learn more about general inquiry, see [Raise an inquiry on Partner Portal](https://www.servicenow.com/docs/HwUvRbkenODBtHlbH22AMg "Raise a query or concern with the enterprise on the Partner Portal."). |
| Browse catalog | List of all catalog forms. |
| Cases | Provides access to all cases and quick links to open cases that require action. |
| My Lists | Lists of deal registrations, opportunities, quotes, orders, and cases associated to the channel partner. Select Opportunity to view detailed information about the line items and activity associated with an oportunity. |
| Quick Links | Links to knowledge articles and other information. |
| Tours | View a tour for additional guidance on how the Partner Portal works. Your administrator determines whether tours appear on pages. |
| Profile menu | Select your profile picture to view your profile or log out of the Partner portal. |
| Search | Search for support articles and other requests. Enter a search word or term and select Search to view the results. |
[Table 1. Partner portal home page for logged-in users]

{#using-partner-relationship-management__table_s1t_hjx_1fc}
* **[Raise an inquiry on Partner Portal](https://www.servicenow.com/docs/HwUvRbkenODBtHlbH22AMg)**   
  Raise a query or concern with the enterprise on the Partner Portal.
* **[Register a member on Partner portal](https://www.servicenow.com/docs/a8Ug2Z7mArgUauiVfnJ3yA)**   
  Register a new partner member or transfer existing staff within a partner organization.
* **[Register a deal on Partner portal](https://www.servicenow.com/docs/CnaWmy6fylaFznA8Inhcww)**   
  Register a deal on the Partner portal to update its state and trigger the end-to-end life cycle of the deal.
* **[Create a Quote via Self-Service for Channel Partners](https://www.servicenow.com/docs/qpBfcFq~RLH2UDvLsu2VpQ)**   
  Use the Quote Self-Service plugin (com.sn_quote_self_service) to create and submit a configured quote directly from the Partner portal.
* **[View opportunity analytics on Partner portal](https://www.servicenow.com/docs/YJYCWbere5cAvjPxK5syhg)**   
  View detailed analytics related to the opportunities accessible to you on the Partner portal.
* **[View quote analytics on Partner portal](https://www.servicenow.com/docs/pysW~XSwofLBGiNBxR_xTw)**   
  View detailed analytics related to all the quotes associated to a channel partner on the Partner portal.

**Related tasks**   

* [Raise an inquiry on Partner Portal](https://www.servicenow.com/docs/HwUvRbkenODBtHlbH22AMg "Raise a query or concern with the enterprise on the Partner Portal.")
* [Register a member on Partner portal](https://www.servicenow.com/docs/a8Ug2Z7mArgUauiVfnJ3yA "Register a new partner member or transfer existing staff within a partner organization.")